Add authorised users to Xero Billing Account
Please add the function for Authorised Staff to add new Xero files to a billing account. Currently only the billing account owner can set up new Xero files and this is usually the business owner. It's not the best use of their time when you have capable Practice Management staff to do it.
Carole-Anne Brook
shared this idea
Hi Carole-Anne, it sounds like you’re looking to give other team members access to manage your practice subscription and billing details.
This is already supported in Xero through Billing Accounts permission, which allows additional users to view invoices, update payment details, and manage the subscription without sharing login access.
For more information, you can also refer to the relevant article in Xero Central.
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Megan Ellbourn
commented
Hey Carole-Anne,
You can actually already do this. If the master admin/subscriber account for your firm goes to my.xero.com and Billing Accounts, you can click the 3 dot menu on the right of the relevant account, and edit account access. Then you can enable (or deny) team members access to add new organisations to the billing account.